Product Updates & Releases
If you joined a team after a partner widget was turned on, its tab appeared at the end of a contact record but was missing from Tab Preferences, so you couldn't move or hide it. It now appears for everyone.
Read more →An automation step assigning a contact to a group used to show Completed even though the contact never moved, naming an owner who had not changed. Assigning to a group now actually works, a step that cannot assign reports Failed and says why, the contact is left exactly as it was found, and the assignment is recorded as the automation's own rather than credited to a person who did nothing.
Read more →Claim Reports now load normally when their date range includes contacts that were later deleted or merged.
Read more →Home searches now combine listings filed under abbreviated and spelled-out versions of the same place name.
Read more →A mapped Phone Type column was being applied loosely — several types were quietly turned into "Mobile", and on contacts already in your account the type was dropped altogether and showed as "Other". The type in the file is now the type on the contact.
Read more →A PDF or other file attached to an email a contact sent you was silently dropped during sync — only embedded images were kept. Regular attachments on newly synced emails are now stored and show up on the email.
Read more →Numbers assigned through the Twilio provider offered a Call Forwarding Number field but no way to choose what happened to an incoming call. The four routing options that Managed Dialer numbers have are now on those screens too, with help text stating exactly what the platform does.
Read more →On Android the phone would never sleep or lock while the Sure Send app was open. It now behaves normally, staying awake only during a call.
Read more →Team admins can now create relationship types beyond the eight built-in ones — a "Referral Agent" or a "Property Manager" — and retire them later without disturbing the contacts already linked by them.
Read more →Enterprise teams can install private collections into branches, choose a default for new branches, and customize the collections installed during branch setup.
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